UBS Hires Advisor Team of Four in Washington, D.C.

UBS today announced that a four-person advisor team, The Charles Drew Group, has joined the firm in Washington, D.C.

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金曜日, 10月 20, 2023
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Banking, Professional Services, Finance, Economics, Financial adviser, BA, Denison University, Certification, UBS
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UNITED STATES, NORTH AMERICA, DISTRICT OF COLUMBIA, WASHINGTON
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NYSE:UBS
概要
Key Points: 
  • UBS today announced that a four-person advisor team, The Charles Drew Group, has joined the firm in Washington, D.C.
  • The team will be based at the firm’s Washington, D.C. office at 1501 K Street NW, which is part of UBS’s Philadelphia D.C.
  • “Charles is a very talented advisor with decades of experience, and we are proud to welcome him and his team to UBS,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management.
  • He previously was a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, D.C., where he joined in 1994.


UBS today announced that a four-person advisor team, The Charles Drew Group, has joined the firm in Washington, D.C. The team, which manages $460 million in client assets, is led by Managing Director and Financial Advisor Charles Drew, and also includes Financial Advisors Bennett Kavlick, Matthew Tomczuk and Client Service Associate Justin Hatch.

The team will be based at the firm’s Washington, D.C. office at 1501 K Street NW, which is part of UBS’s Philadelphia D.C. Wealth Management market that is led by Market Executive Julie Fox. They report to Market Director Brendan Graham.

“Charles is a very talented advisor with decades of experience, and we are proud to welcome him and his team to UBS,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “Hiring productive advisors like Charles is a key priority for us in the important Washington, D.C. market. I have no doubt that he and his team will successfully leverage UBS’s world-class resources and capabilities to better serve their clients.”

Charles brings nearly 30 years of experience to UBS. He previously was a Senior Financial Advisor with Merrill Lynch Wealth Management in Washington, D.C., where he joined in 1994. He is particularly focused on retirement planning and leverages his extensive experience to advise individuals and plan sponsors. Charles holds the Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC®) and Certified 401(k) Professional (C(k)P®) designations. He was named to the Forbes/SHOOK Best-in-State Wealth Advisors list for 2023. Charles holds a BA in economics from Denison University.

Notes to Editors

About UBS

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.5 trillion dollars of invested assets as per second quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 countries around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

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